$ZEC Brothers, can we still get on board with the AI chip market in 2026?
Let me state a straightforward conclusion: Yes, we can still get on board and even sit in the front row.
Recently, there has been a lot of market chatter, with old sayings like "AI has peaked" and "chip bubble" resurfacing.
But if you really focus on the fundamentals, you'll find that this trend is far from over; instead, it is getting stronger as time goes on.
First, let's talk about NVIDIA.
Currently, NVIDIA's orders are not scheduled by quarter but rather calculated for the next year and a half—$300 billion worth of orders are in line.
This scale is no longer just "prosperity"; it is "demand exceeding supply." Are stock prices high?
But if you look at the PEG ratio, it's actually under 1, based on growth rates, it's simply "cheap."
In a word: Everyone wants to challenge it, but no one can shake it in the short term.
Next, let's look at TSMC.
Don't think of it as just an ordinary foundry; it is the engine of global AI computing power.
The latest process directly reduces power consumption by 25%-30%. What does that mean?
—With the same amount of electricity, future data centers can run more AI models.
Now, the real bottleneck in the AI industry is not funding but electricity.
This time, TSMC has essentially provided a cheat code for the industry.
Next up is Alphabet (Google), which has been criticized for several years.
So, what happened? Q3 revenue rose by 16%, and net profit increased by 33%.
The most stable part is still Google Cloud: a bunch of companies that lack the capability to build their own computing power are now relying on renting its servers to run models.
In the latter half of the AI dividend, Google is set to capture the lion's share.
Finally, let's discuss the often overlooked tough player—Amazon.
AWS had slowed down in growth a few years ago, and many thought it was "aging."
But Q3 saw a direct 20% year-on-year rebound, a figure not seen in years, indicating that AWS remains Amazon's cash cow.
Once it returns to strong growth, AMZN in 2026 will be very promising.
So, why do I say this wave of declines is an opportunity?
It's simple—AI is not just a concept; it is the direction.
No matter how emotional the market gets, the growth rates, orders, and computing power layout of these companies continue to tell you:
For the next decade, the world will only become more dependent on them.
As for whether to chase in 2026?
As long as you're not the type who wants to double your investment within a week—chase, it is completely feasible.
